Dear Valued Investors and Partners,

As 2025 draws to a close, the global landscape has validated the strategic path we charted earlier this year. The volatility we anticipated has become the new normal, and the decisions we made—particularly our shift away from subsidized energy models toward AI, Defense Logistics, and a robust cash position—have proven to be essential for preserving capital in an era of fiscal pressure.

Strategic Autonomy: The Strength of the "Agile Vessel" In a world dominated by massive, highly synchronized financial systems, size has often become a proxy for inertia. While global "ocean liners" of asset management are increasingly bound by systemic algorithms and the mounting fiscal pressures within the EU, Globtec has chosen a different path.

We have intentionally positioned Globtec as an autonomous, agile vessel. We operate "off the wire"—utilizing the same advanced AI for our analysis as the giants, but retaining the human vision and independent decision-making that systemic automation cannot replicate. This autonomy ensures that we are not caught in the "algorithmic drag" when global markets react in unison to geopolitical shifts.

Strengthening our Non-EU Bridge Our commitment to providing a secure harbor for capital remains unwavering. With our core operations in Switzerland and London, and our strategic assets in Turkey, we offer a vital bridge to resilience outside of immediate EU fiscal intervention. Looking ahead, I am pleased to confirm that our expansion into Abu Dhabi in early 2026 is on track, further solidifying our presence in the world’s most neutral and dynamic growth corridors.

2026: Transparency and Co-Investment The upcoming year marks the realization of our "Skin in the Game" philosophy. Through our structured securities on the SIX Swiss Exchange, we are opening a gateway for institutional partners to join us in our AI and Defense Logistics ventures. As always, Globtec Investment will co-invest alongside you, ensuring that our interests are perfectly aligned.

Closing Thoughts We do not just navigate the currents; we anticipate them. While the "ocean liners" of the financial world must follow rigid routes, your partnership with Globtec provides the agility of a specialized tender—capable of reaching opportunities and securing assets where others cannot.

Thank you for your continued trust. We are exceptionally well-prepared for 2026, and I look forward to reaching new horizons together. 

Wishing you and your loved ones a prosperous, healthy, and hopeful New Year 2026.

Sincerely,

Murat Karabay 

CEO, Globtec Investment LLC 

December 27, 2025